Correlation
The correlation between PGDIX and FSKAX is 0.61, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
PGDIX vs. FSKAX
Compare and contrast key facts about Principal Diversified Income Fund (PGDIX) and Fidelity Total Market Index Fund (FSKAX).
PGDIX is managed by Principal Funds. It was launched on Dec 14, 2008. FSKAX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PGDIX or FSKAX.
Performance
PGDIX vs. FSKAX - Performance Comparison
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Key characteristics
PGDIX:
2.05
FSKAX:
0.69
PGDIX:
2.75
FSKAX:
1.00
PGDIX:
1.38
FSKAX:
1.14
PGDIX:
2.27
FSKAX:
0.64
PGDIX:
7.87
FSKAX:
2.39
PGDIX:
0.78%
FSKAX:
5.20%
PGDIX:
3.16%
FSKAX:
20.16%
PGDIX:
-23.76%
FSKAX:
-35.01%
PGDIX:
-0.25%
FSKAX:
-3.94%
Returns By Period
In the year-to-date period, PGDIX achieves a 2.18% return, which is significantly higher than FSKAX's 0.53% return. Over the past 10 years, PGDIX has underperformed FSKAX with an annualized return of 3.57%, while FSKAX has yielded a comparatively higher 12.12% annualized return.
PGDIX
2.18%
0.58%
1.39%
6.44%
4.04%
5.65%
3.57%
FSKAX
0.53%
6.40%
-2.49%
13.87%
13.74%
15.26%
12.12%
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PGDIX vs. FSKAX - Expense Ratio Comparison
PGDIX has a 0.68% expense ratio, which is higher than FSKAX's 0.02% expense ratio.
Risk-Adjusted Performance
PGDIX vs. FSKAX — Risk-Adjusted Performance Rank
PGDIX
FSKAX
PGDIX vs. FSKAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Principal Diversified Income Fund (PGDIX) and Fidelity Total Market Index Fund (FSKAX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
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Dividends
PGDIX vs. FSKAX - Dividend Comparison
PGDIX's dividend yield for the trailing twelve months is around 6.23%, more than FSKAX's 1.09% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PGDIX Principal Diversified Income Fund | 6.23% | 6.30% | 6.47% | 5.33% | 4.59% | 4.64% | 5.13% | 5.11% | 4.67% | 5.77% | 5.28% | 7.20% |
FSKAX Fidelity Total Market Index Fund | 1.09% | 1.19% | 1.41% | 1.62% | 1.15% | 1.45% | 1.94% | 2.54% | 2.33% | 2.43% | 2.49% | 1.63% |
Drawdowns
PGDIX vs. FSKAX - Drawdown Comparison
The maximum PGDIX drawdown since its inception was -23.76%, smaller than the maximum FSKAX drawdown of -35.01%. Use the drawdown chart below to compare losses from any high point for PGDIX and FSKAX.
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Volatility
PGDIX vs. FSKAX - Volatility Comparison
The current volatility for Principal Diversified Income Fund (PGDIX) is 0.84%, while Fidelity Total Market Index Fund (FSKAX) has a volatility of 4.92%. This indicates that PGDIX experiences smaller price fluctuations and is considered to be less risky than FSKAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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